Samantha Webzell

Samantha is a highly experienced Financial Planner. She is now working towards Chartered Financial Status. Professional With a career in financial services spanning more than two decades, Samantha has established a broad skillset enabling her to provide a bespoke financial planning service focused on her client’s individual needs. Her background includes experience both within the independent advice sector and bancassurance, working with some of the largest financial institutions in the UK. In addition to both Business and Personal Financial Planning and Wealth Management, she has also provided mortgage and equity release advice. Working with a select number of clients, Samantha provides a highly interactive, collaborative approach to your financial planning – helping you to establish and quantify your goals whilst identifying potential obstacles and working with you to address them. Samantha will help you plan for your future addressing areas including: Financial protection for you and your family Retirement strategies Wealth management Financial planning for businesses including pensions, exit planning and protection of business interests Inheritance tax and succession planning Tax management strategies Qualifications: BA (Hons) Business Studies Financial Planning Certificate CeMap Diploma in Financial Planning Currently working towards achieving Chartered Financial Planner status